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Raymond James Financial

854 hedge funds and large institutions have $21.8B invested in Raymond James Financial in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 331 increasing their positions, 268 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $105M | Put options by funds: $41.4M

32% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 87

24% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 268

2% more funds holding

Funds holding: 835854 (+19)

1.17% more ownership

Funds ownership: 75.29%76.46% (+1.2%)

9% less capital invested

Capital invested by funds: $23.9B → $21.8B (-$2.11B)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
854
Holders Change
+19
Holders Change %
+2.28%
% of All Funds
11.45%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.15%
New
115
Increased
331
Reduced
268
Closed
87
Calls
$105M
Puts
$41.4M
Net Calls
+$63.1M
Net Calls Change
-$56.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
476
Empirical Asset Management
Massachusetts
$631K +$705K +4,543 New
FFM
477
Forum Financial Management
Illinois
$625K -$78.5K -506 -10%
BBVA
478
Banco Bilbao Vizcaya Argentaria
Spain
$610K +$24.8K +160 +4%
Wolverine Trading
479
Wolverine Trading
Illinois
$610K -$1.1M -7,067 -62%
USAA
480
United Services Automobile Association
Texas
$605K +$676K +4,353 New
DZ Bank
481
DZ Bank
Germany
$604K +$237K +1,528 +54%
CWS
482
Confluence Wealth Services
Pennsylvania
$603K
NWAG
483
Net Worth Advisory Group
Utah
$603K -$16.1K -104 -2%
JIC
484
Johnson Investment Counsel
Ohio
$599K -$2.33K -15 -0.3%
GFPC
485
Global Financial Private Client
Florida
$597K +$1.55K +10 +0.2%
First Eagle Investment Management
486
First Eagle Investment Management
New York
$589K -$88.3K -569 -12%
ETC
487
Exchange Traded Concepts
Oklahoma
$585K +$358K +2,304 +121%
Balyasny Asset Management
488
Balyasny Asset Management
Illinois
$584K +$317K +2,041 +94%
HIP
489
Harrell Investment Partners
Texas
$577K +$2.02K +13 +0.3%
CCM
490
Coldstream Capital Management
Washington
$575K +$21K +135 +3%
EF
491
Empowered Funds
Pennsylvania
$573K +$48.7K +314 +8%
NP
492
NorthRock Partners
Minnesota
$570K -$29.5K -190 -4%
GAM
493
Guinness Asset Management
United Kingdom
$559K -$61.3K -395 -9%
GVAG
494
Great Valley Advisor Group
Delaware
$558K +$155 +1 +0%
NSEDCP
495
NJ State Employees Deferred Compensation Plan
New Jersey
$556K
WJWM
496
Williams Jones Wealth Management
New York
$556K
QCG
497
Quadrant Capital Group
Ohio
$543K +$388K +2,499 +177%
SF
498
Synovus Financial
Georgia
$541K +$301K +1,936 +99%
HWM
499
HB Wealth Management
Georgia
$531K +$371K +2,391 +167%
BHPW
500
Beverly Hills Private Wealth
California
$528K +$17.7K +114 +3%

RJF Hedge Fund Activity: Q1 2025 in Review

854 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2025, worth a combined $21.8B — down 8.9% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new RJF positions and 87 closed out — a net gain of 28 holders — while 331 added to existing stakes and 268 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $274M. The largest seller was Primecap Management, cutting an estimated $272M.

  • 854 institutional investors held Raymond James Financial (RJF) as of Q1 2025, up from 835 in Q4 2024.
  • Funds reported $21.8B of Raymond James Financial stock for Q1 2025, down 8.9% quarter-over-quarter.
  • 115 funds opened new Raymond James Financial positions in Q1 2025 and 87 closed out, a net change of +28 holders.
  • The largest Raymond James Financial buyer in Q1 2025 was Victory Capital Management, an estimated $274M added.
  • The largest Raymond James Financial seller in Q1 2025 was Primecap Management, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2025.